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Phreesia (PHR) Institutional Ownership

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$23.89 +0.07 (+0.28%)
Closing price 04/15/2025 03:59 PM Eastern
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$23.96 +0.07 (+0.31%)
As of 04:24 AM Eastern
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Institutional Ownership Changes (13F Filings) for Phreesia (NYSE:PHR)

Current
Institutional Ownership
Percentage
92.10%
Number of
Institutional Buyers
(last 12 months)
99
Total
Institutional Inflows
(last 12 months)
$207.98M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$112.51M
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PHR Institutional Buying and Selling by Quarter

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Phreesia Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025SG Americas Securities LLC18,069$462K0.0%N/A0.031%
4/8/2025 Rhumbline Advisers86,844$2.22M0.0%+3.8%0.148%
4/7/2025 GAMMA Investing LLC5,674$145K0.0%+10,605.7%0.010%
4/4/2025 Moody National Bank Trust Division96,665$2.47M0.3%-3.6%0.164%
3/5/2025Probity Advisors Inc.12,074$304K0.1%N/A0.021%
2/18/2025PharVision Advisers LLC12,006$302K0.3%N/A0.021%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,267,084$31.88M0.0%-17.5%2.180%
2/17/2025Squarepoint Ops LLC22,230$559K0.0%-85.1%0.038%
2/17/2025Two Sigma Advisers LP12,000$302K0.0%N/A0.021%
2/17/2025Sherbrooke Park Advisers LLC14,042$353K0.1%-67.0%0.024%
2/17/2025Silvercrest Asset Management Group LLC394,352$9.92M0.1%+31.0%0.679%
2/17/2025ProShare Advisors LLC15,585$392K0.0%+49.0%0.027%
2/17/2025Nuveen Asset Management LLC235,827$5.93M0.0%+77.1%0.406%
2/17/2025Millennium Management LLC653,634$16.45M0.0%+83.2%1.125%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.60,399$1.52M0.0%-9.4%0.104%
2/17/2025Lazard Asset Management LLC42,977$1.08M0.0%-35.1%0.074%
2/17/2025Gotham Asset Management LLC17,947$452K0.0%-15.4%0.031%
2/17/2025Graham Capital Management L.P.30,026$755K0.0%+50.1%0.052%
2/17/2025Granahan Investment Management LLC1,453,720$36.58M1.5%-0.1%2.501%
2/17/2025Deutsche Bank AG57,297$1.44M0.0%+95.9%0.099%
2/17/2025Deerfield Management Company L.P. Series C1,271,832$32.00M0.6%+133.6%2.188%
2/17/2025Centiva Capital LP16,057$404K0.0%N/A0.028%
2/17/2025Bosun Asset Management LLC10,611$267K0.1%N/A0.018%
2/17/2025Brown Advisory Inc.5,594,590$140.76M0.2%-1.6%9.626%
2/17/2025Balyasny Asset Management L.P.11,263$283K0.0%-72.9%0.019%
2/17/2025Bellevue Group AG405,693$10.21M0.2%-4.0%0.698%
2/17/2025BNP Paribas Financial Markets6,468$163K0.0%N/A0.011%
2/17/2025Ameriprise Financial Inc.10,675$269K0.0%N/A0.018%
2/17/2025Algert Global LLC77,833$1.96M0.0%+190.1%0.134%
2/17/2025ArrowMark Colorado Holdings LLC484,617$12.19M0.2%+41.2%0.834%
2/14/2025Mercer Global Advisors Inc. ADV8,805$222K0.0%-20.8%0.015%
2/14/2025Schonfeld Strategic Advisors LLC13,670$344K0.0%-7.7%0.024%
2/14/2025Park West Asset Management LLC423,570$10.66M0.9%N/A0.729%
2/14/2025Northern Trust Corp571,807$14.39M0.0%+6.6%0.984%
2/14/2025The Manufacturers Life Insurance Company 27,164$683K0.0%-2.8%0.047%
2/14/2025Quarry LP2,835$71K0.0%+210.9%0.005%
2/14/2025Johnson Financial Group Inc.1,131$28K0.0%+381.3%0.002%
2/14/2025Bullseye Asset Management LLC99,002$2.49M1.2%-1.3%0.170%
2/14/2025Voya Investment Management LLC159,274$4.01M0.0%-9.3%0.274%
2/14/2025T. Rowe Price Investment Management Inc.893,716$22.49M0.0%-45.1%1.538%
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2/14/2025Price T Rowe Associates Inc. MD63,491$1.60M0.0%-8.3%0.109%
2/14/2025Greenhouse Funds LLLP2,873,892$72.31M3.0%+27.9%4.945%
2/14/2025Hsbc Holdings PLC13,064$333K0.0%+36.5%0.022%
2/14/2025Rock Springs Capital Management LP2,040,000$51.33M2.0%-10.6%3.510%
2/14/2025Tower Research Capital LLC TRC 5,660$142K0.0%+1,023.0%0.010%
2/14/2025MetLife Investment Management LLC33,860$852K0.0%+10.0%0.058%
2/14/2025Dimensional Fund Advisors LP150,958$3.80M0.0%-9.0%0.260%
2/14/2025First Trust Advisors LP82,068$2.07M0.0%+306.9%0.141%
2/13/2025Champlain Investment Partners LLC2,456,149$61.80M0.4%-1.9%4.226%
2/13/2025Marshall Wace LLP95,085$2.39M0.0%+416.9%0.164%
2/13/2025Zacks Investment Management46,411$1.17M0.0%+67.5%0.080%
2/13/2025NewEdge Advisors LLC4,256$107K0.0%+12.1%0.007%
2/13/2025Bridgewater Associates LP8,971$226K0.0%-70.5%0.015%
2/13/2025XTX Topco Ltd19,134$481K0.0%+76.4%0.033%
2/13/2025Barclays PLC209,209$5.26M0.0%+120.4%0.360%
2/13/2025Bessemer Group Inc.38,780$976K0.0%-16.1%0.067%
2/13/2025Raymond James Financial Inc.15,056$379K0.0%N/A0.026%
2/13/2025Legal & General Group Plc56,579$1.42M0.0%-3.4%0.097%
2/13/2025Invesco Ltd.40,249$1.01M0.0%+0.9%0.069%
2/13/2025FMR LLC6,152,726$154.80M0.0%-8.1%10.586%
2/13/2025Russell Investments Group Ltd.146,118$3.68M0.0%+36.1%0.251%
2/13/2025Envestnet Asset Management Inc.20,858$525K0.0%-13.8%0.036%
2/13/2025Dynamic Technology Lab Private Ltd10,850$273K0.0%-54.9%0.019%
2/13/2025Wells Fargo & Company MN28,915$728K0.0%+48.7%0.050%
2/12/2025ExodusPoint Capital Management LP174,971$4.40M0.0%+448.6%0.301%
2/12/2025Trexquant Investment LP35,813$901K0.0%+4.5%0.062%
2/12/2025Geode Capital Management LLC1,243,325$31.29M0.0%-0.2%2.139%
2/12/2025Franklin Resources Inc.1,509,617$37.98M0.0%+0.8%2.597%
2/12/2025Schroder Investment Management Group495,304$12.74M0.0%-0.1%0.852%
2/12/2025Norges Bank111,438$2.80M0.0%N/A0.192%
2/12/2025Blair William & Co. IL145,450$3.66M0.0%-78.6%0.250%
2/12/2025JPMorgan Chase & Co.145,716$3.67M0.0%+144.2%0.251%
2/11/2025Corebridge Financial Inc.27,512$692K0.0%-7.0%0.047%
2/11/2025Vanguard Group Inc.4,823,110$121.35M0.0%+1.3%8.299%
2/11/2025LPL Financial LLC8,576$216K0.0%N/A0.015%
2/11/2025KLP Kapitalforvaltning AS10,300$259K0.0%N/A0.018%
2/11/2025Sei Investments Co.196,815$4.95M0.0%+8.4%0.339%
2/11/2025American Century Companies Inc.25,598$644K0.0%N/A0.044%
2/11/2025Boston Partners57,100$1.44M0.0%-15.3%0.098%
2/10/2025Nicholas Company Inc.97,476$2.45M0.0%N/A0.168%
2/10/2025Swiss National Bank107,900$2.72M0.0%+1.3%0.186%
2/10/2025Connor Clark & Lunn Investment Management Ltd.37,052$932K0.0%N/A0.064%
2/7/2025Essex Investment Management Co. LLC102,738$2.59M0.5%-12.8%0.177%
2/7/2025AlphaQuest LLC2,081$52K0.0%-93.4%0.004%
2/7/2025Amundi2,248$57K0.0%-37.7%0.004%
2/7/2025PNC Financial Services Group Inc.22,445$565K0.0%+9.8%0.039%
2/6/2025Raymond James Financial Inc.15,056$379K0.0%N/A0.026%
2/6/2025Proficio Capital Partners LLC14,995$377K0.0%N/A0.026%
2/6/2025M&T Bank Corp54,939$1.38M0.0%+56.4%0.095%
2/6/2025Charles Schwab Investment Management Inc.493,448$12.42M0.0%+10.3%0.849%
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2/5/2025Smartleaf Asset Management LLC3,442$89K0.0%+154.6%0.006%
2/5/2025QRG Capital Management Inc.10,291$259K0.0%-9.9%0.018%
2/5/2025Proficio Capital Partners LLC14,995$377K0.0%N/A0.026%
2/4/2025Bank of New York Mellon Corp195,267$4.91M0.0%+8.0%0.336%
2/4/2025BankPlus Trust Department1,349$34K0.0%N/A0.002%
2/3/2025Arcadia Investment Management Corp MI92,155$2.32M0.4%-5.1%0.159%
2/3/2025Handelsbanken Fonder AB12,600$317K0.0%+23.5%0.022%
1/31/2025Peregrine Capital Management LLC319,327$8.03M0.2%+0.8%0.549%
1/31/2025Venturi Wealth Management LLC3,025$76K0.0%N/A0.005%
1/30/2025 Rhumbline Advisers83,631$2.10M0.0%+7.4%0.144%
(Data available from 1/1/2016 forward)

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PHR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHR shares?

During the previous two years, 191 institutional investors and hedge funds held shares of Phreesia. The most heavily invested institutionals were FMR LLC ($154.80M), Brown Advisory Inc. ($140.76M), Vanguard Group Inc. ($121.35M), Greenhouse Funds LLLP ($72.31M), Capital International Investors ($62.05M), Champlain Investment Partners LLC ($61.80M), and Credit Suisse AG ($58.31M).Learn more on PHR's institutional investors.

What percentage of Phreesia stock is owned by institutional investors?

92.10% of Phreesia stock is owned by institutional investors. Learn more on PHR's institutional investor holdings.

Which institutional investors have been buying Phreesia stock?

Of the 152 institutional investors that purchased Phreesia stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($1.79M), Champlain Investment Partners LLC ($1.35M), Jennison Associates LLC ($1.28M), Deerfield Management Company L.P. Series C ($919.73K), Brown Advisory Inc. ($853.45K), Granahan Investment Management LLC ($772.92K), and Greenhouse Funds LLLP ($626.58K).

How much institutional buying is happening at Phreesia?

Institutional investors have bought a total of 16,836,715 shares in the last 24 months. This purchase volume represents approximately $422.17M in transactions.

Which Phreesia major shareholders have been selling company stock?

Of the 92 institutional investors that sold Phreesia stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jennison Associates LLC ($2.54M), FMR LLC ($1.36M), T. Rowe Price Investment Management Inc. ($734.25K), Granahan Investment Management LLC ($573.26K), Blair William & Co. IL ($561.72K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($546.37K), and Janus Henderson Group PLC ($423.54K).

How much institutional selling is happening at Phreesia?

Institutional investors have sold a total of 10,491,150 shares in the last 24 months. This volume of shares sold represents approximately $265.35M in transactions.



This page (NYSE:PHR) was last updated on 4/16/2025 by MarketBeat.com Staff
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